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Sheaff Brock Investment Advisors’s RTX Corp RTX Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,178
Closed -$213K – 520
2018
Q4 		$213K Hold
3,178
– – 0.03% 384
2018
Q3 		$280K Buy
+3,178
New +$267K 0.03% 368

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheaff Brock Investment Advisors's RTX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its RTX Corp (RTX) stake by 4.8% in Q1 2025, selling an estimated $23.8K and leaving 3,698 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #259.

Sheaff Brock Investment Advisors first reported a position in RTX in Q4 2015 and has held it in 38 quarters since. The position peaked at $10.4M in Q4 2019. 2,914 funds tracked by Wall St. Rank hold RTX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,698 shares of RTX Corp worth $490K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 188 RTX Corp shares in Q1 2025, an estimated $23.8K.
  • RTX Corp made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #259 holding.
  • Sheaff Brock Investment Advisors first reported a position in RTX Corp in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's RTX Corp position peaked at $10.4M in Q4 2019.
  • 2,914 funds tracked by Wall St. Rank held RTX Corp as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.